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    Rob Mason

    Senior Research Analyst at Baird

    Rob Mason is a Senior Research Analyst at Baird, specializing in the Advanced Industrial Equipment sector and covering specific companies such as Advanced Energy Industries, Novanta, Atmus Filtration Technologies, Vontier, Badger Meter, and Mirion Technologies. His performance track record is distinguished, with TipRanks ranking him in the top 6% of Wall Street analysts, a 59% success rate, and an average return of 15.5% per rating, including standout stock calls such as a 400% return on Symbotic. Mason began his finance career in 2000 when he joined Baird, following four years of operational experience in third-party logistics, and holds both a BS in Logistics from the University of Tennessee and an MBA from Vanderbilt University with concentrations in Finance and Accounting. He is also a CFA charterholder and maintains relevant securities licenses, underscoring his professional credentials and standing in equity research.

    Rob Mason's questions to Symbotic (SYM) leadership

    Rob Mason's questions to Symbotic (SYM) leadership • Q1 2025

    Question

    Rob Mason of Baird asked about the deployment progress of break pack systems and sought clarification on whether the complexity in lower-margin projects was due to new features or installation challenges.

    Answer

    CEO Rick Cohen confirmed a second break pack system is being deployed, with more to follow, and noted a redesign of the mini bot has improved margins and customer satisfaction. CFO Carol Hibbard clarified that the lower margins on certain complex projects were not due to new features but rather because they are older projects that started with lower margins. As these are completed, the overall margin mix will improve.

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